Filed November 22, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,631 | $102,317-14.4% | $146,958-40.4% | $80,856+8.4% |
| Participation rate | 63.4% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 25.01% | 134.76%-109.7pp | 418.34%-393.3pp | 35.59%-10.6pp |
| Employer contribution / active EE | $367 | $3,713-90.1% | $4,933-92.6% | $2,755-86.7% |
| Participant deferral / active EE | $9,973 | $6,644+50.1% | $8,070+23.6% | $4,296+132.2% |
| Admin fee / account holder | $93 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |